Skip to main content

About your Search

20130106
20130114
Search Results 0 to 3 of about 4
into recession. it's been in a recession type environment for a while. and the only grimace of hope is that the chinese economy has been showing signs of growth and the japanese are earmarking trying to get their growth profile. it's a race to the bottom. last year, there was a lot of risk that people thought we were going to have and didn't happen and then this year, thought there would be a massive allocation out of equities. i think that shows the first quarter is not going to be a one shot off the the risk markets. >> george, thanks for joining us this morning. we appreciate that. and now let's just remind you what else is still to come. two of the biggest names in hedge funds are locking horns over herbalife. we'll tell you what you need to know, coming up. with hotwire's low prices, we can afford to take an extra trip this year. first boston... then san francisco. hotwire checks the competitions' rates every day so they can guarantee their low prices. so our hotels were half price. ♪ h-o-t-w-i-r-e... ♪ hotwire.com ♪ [ male announcer ] some day, your life will flash befor
well in the current environment. you can't survive in this industry unless you continue to cut costs. we've got a great track record, frankly, over the last five years of delivering, you know, circa 100 million pounds of cost savings year on year. we intend to do that going forward. >> and joining us with more, founder and managing director at neeve capital. thanks for joining us. how tough is if for the gross? tough for morrison's. we get tesco tomorrow. >> i think it is tough and goes beyond the economy. i think what's happened is to some extent people are prioritizing spending on other things over food. you've seen so much food inflation the last two, three years that people almost prefer to spend it on treat like apple, for example, or clothing. what that actually has meant is people are discovering or rediscovering that it's cool enough to shop, and people have discovered you can get good quality stuff at really much cheaper prices. and i think in other terms, what people are doing is they're shopping on convenience. they want to go? where closer to them. they don't actually lik
parts of the world. as far as the current environment, it's a good place for them to we, focused on the u.s. even though our growth is not exceptional, it's still solid and better than other markets to be in. >> looking towards next week, morgan stanley, goldman sachs, bank of america out on thursday. what sort of growth rates are we going to see for these guys? how easy is the -- first of all, are they going the be flatted by easy xait comparisons? >> they're going to be very flattered by easy pairsons. there were a lot of eva chavrnlgs where the value of their bonds decreased. so they hurt a lot of their bonds. but sequentially from last quarter, it's not a large growth. 6/it's going to make them look a little better. >> what is going to be the key report for you or the key thing to focus on? >> as far as wells fargo, i would say what they have to say about the housing market. is it going to continue to be overheated? is it going to improve? this is something that affects not only the banks, but other parts of the economy, as well. we've seen in the consumer discretionary secto
there are things the government can do which will improve the environment for expansion. what was interesting is that cfos are relatively happy with monetary policy. >> they tell us credit is lower than it has been focus five years. but the concerns seem to be around things like infrastructure, energy policy and immigration and in particular, the general level of regulation. so what cfos are saying to us is what worries them are things more around the microsooidz side of the economy. >> business hasn't really come up with a view for that, hasn't it? >> we'll see what comes out of that. >> thank you for joining us. if you have any thoughts or comments, please e-mail us, worldwide@cnbc.com. >>> we're getting more details on japan's xlumtry budget. kitadai-san, hello. >> hello, ross. the government has compiled an outstanding for fiscal 2012 valued at more than $14 billion. the new liberal democratic led government plans to spend a large portion of the funds on public projects. the budget will focus on targets to introduce resistant construction standards at schools and hospitals, plus provide f
Search Results 0 to 3 of about 4